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Meeting Title:
Fiduciary Practice Management 101

Description of the meeting:
Define your personal mission; why did you get into this profession? Identify what sets you apart from others in the profession. Evaluate your strengths and weaknesses in order to find your niche as a professional fiduciary.

Date:
Wednesday, December 4, 2024

 Time:
5:30pm-8:00pm

Location:
Avila Beach, Yacht Club
Avila Pier in Avila Beach
443 Front St., Avila Beach

Will food be served at the meeting?:
Yes

What type of food will be served?:
Buffet Style - Serve Yourself

Will there be a vegetarian option?:
Yes

Who is this meeting open to?:
Members and Non-Members (Everyone)

Members Price:
$35

Non-Member Price:
$45

Student Price:
$10

CEU:
1 - Practice Management

Speaker's Name:
Janice Kittredge

Thank You To Our Sponsors:

Premier Valley Bank

True Link Financial

Allstate

 For More Information:
[email protected]